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LPL Financial

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Shares
Change %
QI
226
Qtron Investments
Massachusetts
$551K
AG
227
Advisor Group
Arizona
$539K +$230K +2,502 +75%
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$537K -$20K -217 -4%
CI Investments Inc
229
CI Investments Inc
Ontario, Canada
$532K -$189K -2,050 -26%
SRAM
230
Stone Ridge Asset Management
New York
$531K
FIM
231
Freedom Investment Management
Connecticut
$530K -$53.7K -582 -9%
IWM
232
IHT Wealth Management
Illinois
$528K -$330K -3,577 -38%
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$508K -$6.64K -72 -1%
TCM
234
Teza Capital Management
Illinois
$505K +$505K +5,478 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$502K -$267K -2,901 -35%
Massachusetts Financial Services
236
Massachusetts Financial Services
Massachusetts
$493K -$53K -575 -10%
Zurich Cantonal Bank
237
Zurich Cantonal Bank
Switzerland
$492K
EMG
238
Ellington Management Group
Connecticut
$470K -$175K -1,900 -27%
NIT
239
NumerixS Investment Technologies
British Columbia, Canada
$466K +$314K +3,400 +206%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$461K -$183K -1,987 -28%
CCIA
241
Campbell & Co Investment Adviser
Maryland
$453K +$158K +1,716 +54%
LCM
242
Logan Capital Management
Pennsylvania
$426K +$1.2K +13 +0.3%
SAM
243
Sawgrass Asset Management
Florida
$418K -$15.2K -165 -4%
SF
244
Synovus Financial
Georgia
$417K +$21.8K +236 +6%
VI
245
Versor Investments
New York
$409K -$876K -9,500 -68%
IAA
246
Independent Advisor Alliance
North Carolina
$408K +$11.2K +121 +3%
VLC
247
Van Leeuwen & Company
New Jersey
$399K +$108K +1,166 +37%
LG
248
Leuthold Group
Minnesota
$397K -$93.8K -1,017 -19%
PHK
249
Point72 Hong Kong
Hong Kong
$395K +$327K +3,550 +485%
GT
250
Greenleaf Trust
Michigan
$393K